04/20/2015 – Altvia and CRMCulture Partner to Empower Alternative Investment Fund Managers and Investors with ActionGrid™ Technology

ltDenver, CO – April 20, 2015 – Altvia has partnered with CRMCulture to enhance AIM, the leading web-based fund management software for institutional investors, alternative asset fund managers and impact investors with the powerful capabilities of ActionGrid™. When deployed together these combined Salesforce CRM solutions will allow Altvia clients to query faster, visualize better and more efficiently perform batch actions on selected data.

“A key reason financial firms continue to choose AIM by Altvia is to ensure that they have access to a continually-evolving feature rich solution that can handle a variety of investing scenarios,” said Kevin Kelly, CEO and Co-Founder of Application Experts, LLC. “Our partnership with CRMCulture will enable the sophisticated investors and alternative asset fund managers that rely on AIM to have an Excel-like experience within Salesforce by using ActionGrid™ instead of List Views, Related Lists and Reports.”

“We are excited to be joining forces with Altvia to add the unique capabilities of ActionGrid™ to their already powerful AIM solution for alternative asset investment management managers and institutional and impact investors,” said Steve Roch, CEO and Founder of CRMCulture. “Our alliance increases our reach and demonstrates ActionGrid’s ability to help financial services firms maximize the value of their existing CRM investments.”

New functionality available to App-X clients include:

  • Excel-like filtering
  • Grouping and sub-totaling right from the grids
  • Mass Update
  • Edit/Add directly from the grids
  • Add color and formatting to cells or rows similar to Excel’s conditional formatting
  • Click here for a full feature list and videos